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Principal Securities’s JPMorgan Chase JPM Stock Holding History

Principal Securities’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9M Buy
106,584
+3,990
+4% +$1.24M 0.42% 43
2026
Q1 		$30.2M Buy
102,594
+5,662
+6% +$1.72M 0.44% 40
2025
Q4 		$31.2M Buy
96,932
+4,964
+5% +$1.54M 0.48% 38
2025
Q3 		$29M Buy
91,968
+3,753
+4% +$1.12M 0.48% 39
2025
Q2 		$25.6M Buy
88,215
+10,692
+14% +$2.73M 0.48% 41
2025
Q1 		$18.6M Buy
77,523
+330
+0.4% +$84.1K 0.42% 50
2024
Q4 		$18.5M Buy
77,193
+4,148
+6% +$966K 0.42% 51
2024
Q3 		$15.4M Buy
73,045
+5,685
+8% +$1.2M 0.37% 48
2024
Q2 		$13.6M Buy
67,360
+6,282
+10% +$1.23M 0.38% 49
2024
Q1 		$12.2M Buy
61,078
+4,428
+8% +$799K 0.38% 50
2023
Q4 		$9.64M Buy
+56,650
New +$8.58M 0.36% 60

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Securities's JPM Position: Q2 2026 in Review

Principal Securities increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $1.24M and bringing the position to 106,584 shares worth $34.9M. The position accounts for 0.42% of the portfolio, ranked #43.

Principal Securities first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Principal Securities held 106,584 shares of JPMorgan Chase worth $34.9M as of Q2 2026.
  • Principal Securities bought 3,990 JPMorgan Chase shares in Q2 2026, an estimated $1.24M.
  • JPMorgan Chase made up 0.42% of Principal Securities's portfolio in Q2 2026, its #43 holding.
  • Principal Securities first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.